Four Imperatives for Establishing Investment Accounting and Reporting Best Practices


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Date: May 2014
Type: White Paper
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Overview: More than ever, accounting and finance professionals operate within a very complex world. Accounting rules change. Markets swing. Prices move. Credit ratings shift overnight. Auditors scrutinize. At the same time, Boards must be briefed and they expect all portfolio data to be accurate-at their convenience. With growing investment balances across the industry, it's imperative that the relevant stakeholders have access to automated, consolidated investment information that is actionable and timely.

This white paper outlines four imperatives that accounting and finance professionals should adopt in order to have a consolidated, transparent view of their investment portfolio. This guide will help accounting and treasury teams establish and implement a framework for investment accounting and reporting best practices that will help them react to market moves, senior management questions, accounting rules, auditor inquiries, and to make intelligent investment decisions. By following a best practices framework, accounting and finance professionals are free to focus on more strategic initiatives that can greatly improve their collective ability to stay ahead of any potential threat to the portfolio.

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